As you well know by now, I'm a huge proponent of transparency. And despite me sharing my portfolio publicly here which gets updated like every 1-2 days, I want to make sure I can tell you what I'm doing as close to real-time as I can. So here we go, shall we?
I put my money where my mouth is, which are my high conviction bets.
There's a few companies I'm still thinking about for various reasons, such as
$ETSY $ADSK $TWLO and
$PINS. I'll let you know about them when done with my thinking.
Stay strong! Have a great day!